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Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 167 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

167 advisors

Unlock all 167
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Douglas J. AlmeidaLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas2005
2Jimmie M. AndersonLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas2023
3Ilana M. AtkinsLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas2021
4James E. AtkinsLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas1994
5Michael A. BajorekLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas2019
6Carlene E. BarajasLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas2011
7Braxton L. BarbatoHenderson, NVLPL Financial LLCAdviser and broker–Atlas2025
8Farsheed J. BarghiLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas2026
9Austin L. BarrLas Vegas, NVLPL Financial LLCAdviser and brokerCFPAtlas2023
10Jennifer BarriosLas Vegas, NVLPL Financial LLCAdviser and broker–Atlas2017

157 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.